Our Team
Technical and administrative support
Glen and Callum are supported by a team of paraplanners (technical researchers / report writers) and administrators (the conduit between the client and the many providers that we work with). This in-house resource is imperative to not only deliver first class client outcomes but also that the process is as efficient as possible for all parties.
Prime Accountants Group
As the wealth management arm of Prime Accountants Group we are in a position to provide clients with a range of solutions far greater than that provided by a traditional wealth management firm. Working with our partners we have the ability to draw on a depth of knowledge in Financial Planning, Tax, Legal and Accountancy services all under one roof. For more information about Prime Accountants Group and the services they can provide please click below.
“To me, financial planning requires trust, ethics and professionalism. Prime Wealth embodies these characteristics”
